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  • Golden K Plans & Wealth Mgmt screenshot 1
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About Golden K Plans & Wealth Mgmt

The Golden K Plans & Wealth Management mobile app gives you secure, convenient access to your financial information—anytime, anywhere. View your account balances, investment performance, and retirement plan details in real time. Easily contact your advisor, upload documents, and stay informed with personalized insights and updates. Whether you're planning for retirement or managing your wealth, the Golden K app puts your financial future at your fingertips.

What’s new

Version 5.19.3 · Updated July 29, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

App privacy

The developer, Golden K Plans, Inc. & Golden K Wealth Management, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction
  • Financial Info: Other Financial Info
  • Contact Info: Email Address
  • Identifiers: User ID, Device ID
  • Diagnostics: Crash Data, Performance Data

Used for: Product Personalization, App Functionality, Other Purposes

Alternatives to Golden K Plans & Wealth Mgmt

Looking for apps like Golden K Plans & Wealth Mgmt? Here are 6 similar apps on the App Store. The highest rated is Sherman Wealth (5.0/5), and all 6 are free to download.

Golden K Plans & Wealth Mgmt vs. alternatives
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